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Account setup, onboarding walkthrough, and your first marketing plan.
Allocating funds, assigning budgets, and tracking spend across teams.
Logging expenses, categorization, delegation, and data export.
Building dashboards, calculating business value, and executive reports.
Adding users, setting roles, managing permissions, and multi-team setup.
Connecting CRMs, analytics tools, accounting systems, and data import/export.
Navigate to Settings > Team Management, then click "Invite Member." Enter their email address and assign a role. They'll receive an invitation to join your organization.
Yes. All plans include data export capabilities. Go to any report or budget view, click the Export button, and select your preferred format (CSV or Excel).
After signing up, you'll be guided through our onboarding wizard. It walks you through creating your marketing playbook, setting strategic goals, defining your budget structure, and assigning team members.
RevUp integrates with popular CRM systems (Salesforce, HubSpot), analytics platforms (Google Analytics, Mixpanel), and accounting tools (QuickBooks, Xero, NetSuite). Custom integrations are available on Agility plans and above.
RevUp uses a configurable business value model that maps marketing outcomes to financial impact. You define the relationship between marketing activities, pipeline contribution, and revenue attribution. The system then calculates ROI automatically based on your actual spend and results.
Yes. The Performance and Enterprise plans support multiple teams and marketing plans. You can organize by region, product line, division, or subsidiary, each with their own budget, goals, and team members.
RevUp is a responsive web application that works seamlessly on mobile browsers. A dedicated mobile app is on our roadmap for future development.
Choose the channel that works best for you. We're here to help.
Chat with our team in real time during business hours. Available on Agility plans and above.
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Check our status page for real-time information about platform availability and performance.
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